Roger Wittlin Investment Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$987K Buy
2025
Q1
$967K Sell
2024
Q4
$1.06M Sell
2024
Q3
$1.22M Sell
2024
Q2
$1.2M Sell
2024
Q1
$1.97M Sell
2023
Q4
$2.21M Sell
2023
Q3
$2.14M Buy
2023
Q2
$2.22M Buy
2023
Q1
$2.24M Sell
2022
Q4
$2.55M Buy
2022
Q3
Sell
2022
Q2
$341K Buy
2022
Q1
Sell
2021
Q4
$671K Buy